AF5 September 2023 Fact Find Analysis

AF5 financial planning process

Welcome to the BTS learning materials for the February 2023 sitting of the AF5 exam. We have included guidance on how to approach your preparation for the exam, together with information on the fact find and potential examination questions. The questions are based on an analysis of the fact find and considerations of the types […]

AF5 February 2023 Fact Find Analysis

AF5 Fact Find Analysis

Welcome to the BTS learning materials for the February 2023 sitting of the AF5 exam. We have included guidance on how to approach your preparation for the exam, together with information on the fact find and potential examination questions. The questions are based on an analysis of the fact find and considerations of the types […]

AF5 September 2022 Fact Find Analysis

AF5 financial planning process

Welcome to the BTS learning materials for the September 2022 sitting of the AF5 exam. We have included guidance on how to approach your preparation for the exam, together with information on the fact find and potential examination questions. The questions are based on an analysis of the fact find and considerations of the types […]